Raymond James Financial Services Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,668
| Closed | -$309K | – | 3359 |
|
|
2023
Q1 | $309K | Buy |
2,668
+60
| +2% | +$6.96K | ﹤0.01% | 2623 |
|
|
2022
Q4 | $267K | Buy |
2,608
+185
| +8% | +$19K | ﹤0.01% | 2667 |
|
|
2022
Q3 | $211K | Sell |
2,423
-2,836
| -54% | -$247K | ﹤0.01% | 2816 |
|
|
2022
Q2 | $515K | Buy |
+5,259
| New | +$515K | ﹤0.01% | 2252 |
|
|
2021
Q4 | – | Sell |
-10,807
| Closed | -$985K | – | 3360 |
|
|
2021
Q3 | $985K | Buy |
10,807
+7,487
| +226% | +$682K | ﹤0.01% | 1973 |
|
|
2021
Q2 | $299K | Buy |
+3,320
| New | +$299K | ﹤0.01% | 2719 |
|
|
2020
Q1 | – | Sell |
-3,030
| Closed | -$213K | – | 2826 |
|
|
2019
Q4 | $213K | Sell |
3,030
-519
| -15% | -$36.5K | ﹤0.01% | 2535 |
|
|
2019
Q3 | $233K | Buy |
+3,549
| New | +$233K | ﹤0.01% | 2388 |
|
|
2018
Q3 | – | Sell |
-2,177
| Closed | -$234K | – | 2852 |
|
|
2018
Q2 | $234K | Buy |
+2,177
| New | +$234K | ﹤0.01% | 2387 |
|
|
2018
Q1 | – | Sell |
-2,188
| Closed | -$233K | – | 2700 |
|
|
2017
Q4 | $233K | Buy |
+2,188
| New | +$233K | ﹤0.01% | 2161 |
|